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Creating a New Role and Its Associated Cabinet

  1. Login as System/User Administrator
  2. Click on Module Switcher at the top bar and select KRIS Administrator module.       
  3. Click on Manage Role link under Manage Organization Structure section.
  4. Expand the All Roles tree view.
  5. Right click on the role that this new role reporting to and click on Add option.                                               
  6. Fill up the fields in the Role Properties page.                                                                                                           
    • Role Name – The name of the Role.  It has to be unique in this section.
    • Description – Description of the Role.
    • Security Grading – The Security Grading of the Role.  It defines the security clearance the role is given to access the information in the organisation.
    • Department – The department that the Role belongs to.
    • Profile Form – Customized filing forms available to the users holding this role.  This is applicable to the organisation define various Profile Form for different type of records with different metadata
  7. Under the Assign users to this Role section, select the user(s) from Available Officers list and click Add button
  8. Click on the Next Step button at the bottom of the page.
  9. All the mandatory fields in Cabinet Properties page are already auto populated based on the Role Properties. Edit the information if necessary.                                                                           
    • Cabinet Name – The name of the Cabinet.  (Note the Name has to be unique in the organisation)
    • Description – Description of the Cabinet.
    • Security Grading – The Security Grading of the Cabinet.  It defines the security clearance required to access the records   in the cabinet.
    • Inherit Parent Permission – Allows the access list to be inherited from the Parent’s Cabinet. Default settings as configured in the System Settings under Control Panel
    • Assign Role to this Cabinet – The list of Role with access to this cabinet.
  10. Click on the Next Step button at the bottom of the page.
  11. Add any Subject that you want this role to be able to access. This is an optional step.

    12. Information

    The subjects listed in the Available list are already filtered by the security grading set for the cabinet.

  12. Click on the Save button.
  13. Click on the OK button to close Success Message window.                                             

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